Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
1,186
-58
-5% -$52K 0.93% 24
2025
Q1
$846K Hold
1,244
0.86% 22
2024
Q4
$784K Buy
+1,244
New +$784K 0.69% 30